Tom Hesse

Invest Blue Pty Ltd

5.00
3 Reviews
Gold
12 Yrs Experience
Hamilton, NSW 2303

Recent reviews

Invest Blue Pty Ltd

130 Tudor St
Hamilton, NSW 2303

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"With Tom's guidance, we have been able to explore the areas of Superannuation and risk insurance that previously been hard to understand for us. He has also helped us to readjust our home loan repayments so that we will pay our home loan off 10yrs earlier!!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over many years Tom has assisted us with our retirement planning and ensured we enjoy our retirement. We wouldn't be so comfortable in retirement without Tom's advice."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has provided simple and easy to understand advice that helps us plan for our future. He has changed the way we think about our money."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2009

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Australis College (prev Intellitrain)
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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